BOGER FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BOGER FAMILY FOUNDATION INC (EIN 47-5499109)
- Tax period
- 2024-11-01 to 2025-10-31
- Filed
- 2026-09-02
- IRS object ID
- 202632459349100603
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-02T07:34:27-05:00 | ReturnTs |
| Tax Period End | 2025-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042689883 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475499109 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOGER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O NUTTER MCCLENNEN & FISH LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOGE | BusinessNameControlTxt |
| Phone | 6174392000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 51400 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSHUA BOGER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6174392000 | PhoneNum |
| Signature | 2026-08-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HILLARY BURR CPA | PreparerPersonNm |
| PTIN | P00910379 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2026-08-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $73,097,574 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,492 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,492,802 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,492,802 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,658,085 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,826,426 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,658,085 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $162,301 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $162,301 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,314,680 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,313,188 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,205 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $20,205 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $328,506 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $328,506 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $86,568 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,568 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $168,283 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $166,291 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,992 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $603,562 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $506,365 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,197 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,956,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,956,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,560,062 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $506,365 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,978,697 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $754,618 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,806,823 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,238 | CashBOYAmt |
| Cash EOY | -$1,611,441 | CashEOYAmt |
| Cash EOYFMV | -$1,611,441 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $37,073 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,955 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,955 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $38,888,090 | CorporateStockBOYAmt |
| Corporate Stock EOY | $40,023,942 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $54,406,425 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $13,431,883 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,562,591 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,291,635 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $52,359,284 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,986,047 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $73,097,574 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $52,359,284 | RetainedEarningBOYAmt |
| Retained Earning EOY | $52,986,047 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,359,284 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $52,986,047 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $52,359,284 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $52,986,047 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,359,284 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $754,618 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $53,113,902 | SubtotalAmt |
| Other Decreases | $127,855 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $52,986,047 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| LONG TERM CAPITAL GAINS | P | $3,823,474 | $3,823,474 | $3,823,474 | |
| SHORT TERM CAPITAL LOSS | P | -$84,358 | -$84,358 | $84,358 | |
| K-1 SHORT TERM CAPITAL GAINS | P | $2,952 | $2,952 | $2,952 | |
| K-1 LONG TERM CAPITAL GAINS | P | -$83,983 | -$83,983 | $83,983 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,658,085 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $66,815 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $66,815 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $66,815 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $63,110 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $32,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $95,610 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $28,795 | OverpaymentAmt |
| Applied To ES Tax | $28,795 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174392000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 51400 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOSHUA BOGER | ||||||||
| 22 LIBERTY DRIVE APT PH2-F | BOSTON | MA | 02210 | PRESIDENT/CLERK/DIRECTOR | 2.00 | $0 | $0 | $0 |
| AMY BOGER | ||||||||
| 22 LIBERTY DRIVE APT PH2-F | BOSTON | MA | 02210 | TREASURER/DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT & CUSTODIAN FEES | ServiceTypeTxt |
| Compensation | $323,009 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $69,451,685 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | -$108 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $69,451,577 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $69,451,577 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,041,774 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $68,409,803 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,420,490 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,420,490 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $66,815 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $66,815 | TotalTaxAmt |
| Distributable Before Adj | $3,353,675 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,353,675 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,353,675 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,978,697 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,978,697 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,353,675 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $112,496 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $148,403 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $535,698 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $677,755 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,474,352 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,978,697 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,353,675 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $625,022 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,099,374 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,099,374 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $112,496 | ExcessFromYear4Amt |
| Excess From Year3 | $148,403 | ExcessFromYear3Amt |
| Excess From Year2 | $535,698 | ExcessFromYear2Amt |
| Excess From Year1 | $677,755 | ExcessFromYear1Amt |
| Excess From Current Year | $625,022 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (86 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION MA | ||||||||||||
| 211 CONGRESS ST | BOSTON | MA | 02110 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $160,000 | |||||
| ACLU FOUNDATION OF WASHINGTON | ||||||||||||
| PO BOX 2728 | SEATTLE | WA | 981112728 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $40,000 | |||||
| AMERICAN ASSOCIATION FOR ADVANCEMENT OF SCIENCE | ||||||||||||
| 1200 NEW YORK AVE NW | WASHINGTON | DC | 20005 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $20,000 | |||||
| AMNESTY INTERNATIONAL | ||||||||||||
| 311 W 43RD ST FL7 | NEW YORK | NY | 10036 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $5,000 | |||||
| ASHOKA INNOVATORS FOR THE PUBLIC | ||||||||||||
| 2200 WILSON BLVD STE 102 UNIT 313 | ARLINGTON | VA | 22201 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $10,000 | |||||
| BEYOND CELIAC | ||||||||||||
| PO BOX 544 | AMBLER | PA | 19002 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $80,000 | |||||
| BIOMEDICAL SCIENCE CAREERS PROGRAM (BSCP) | ||||||||||||
| 164 LONGWOOD AVE 2ND FL | BOSTON | MA | 02115 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $25,000 | |||||
| BOSTON ARTS ACADEMY FOUNDATION | ||||||||||||
| 11 CHARLES ST | DORCHESTER | MA | 02122 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $50,000 | |||||
| BOSTON PHILHARMONIC | ||||||||||||
| 236 HUNTINGTON AVE SUITE 209 | BOSTON | MA | 02115 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $40,000 | |||||
| BRCORG | ||||||||||||
| 131 WEST 25TH STREET 12TH FLOOR | NEW YORK | NY | 10001 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $35,000 | |||||
| BREAD FOR THE CITY | ||||||||||||
| 1525 7TH STREET NW | WASHINGTON | DC | 20001 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $25,000 | |||||
| BRIGHAM AND WOMEN'S HOSPITAL INC | ||||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $75,000 | |||||
| BROOKLYN COMMUNITY FOUNDATION | ||||||||||||
| PO BOX 66 | BROOKLYN | IA | 52211 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $15,000 | |||||
| CAMP HARBOR VIEW FOUNDATION | ||||||||||||
| 79 NEWBURY ST | BOSTON | MA | 02116 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $30,000 | |||||
| CAPITAL AREA FOOD BANK | ||||||||||||
| 4900 PUERTO RICO AVENUE NE | WASHINGTON | DC | 20017 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $30,000 | |||||
| CARROLL CENTER FOR THE BLIND | ||||||||||||
| 770 CENTRE ST | NEWTON | MA | 02458 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $10,000 | |||||
| CARTER CENTER | ||||||||||||
| 453 FREEDOM PARKWAY | ATLANA | GA | 30307 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $10,000 | |||||
| CELEBRITY SERIES | ||||||||||||
| 20 PARK PLAZA SUITE 1032 | BOSTON | MA | 02116 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $392,000 | |||||
| CITIZENS CLIMATE EDUCATION | ||||||||||||
| 1330 ORANGE AVE SUITE 309 | CORONADO | CA | 92118 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $10,000 | |||||
| COMBINED JEWISH PHILANTHROPIES (CJP) | ||||||||||||
| 126 HIGH ST | BOSTON | MA | 02110 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $10,000 | |||||
| COMMUNITY HELP IN PARK SLOPE | ||||||||||||
| 200 4TH AVENUE | BROOKLYN | NY | 11217 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $10,000 | |||||
| COMMUNITY SERVINGS | ||||||||||||
| 179 AMORY ST | JAMAICA PLAIN | MA | 02130 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $10,000 | |||||
| CORNERSTONE MONTGOMERY | ||||||||||||
| 2 TAFT COURT SUITE 200 | ROCKVILLE | MD | 20850 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $25,000 | |||||
| CYSTIC FIBROSIS FOUNDATION | ||||||||||||
| 4550 MONTGOMERY AVENUE SUITE 1100N | BETHESDA | MD | 20814 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $10,000 | |||||
| EARTHJUSTICE | ||||||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $40,000 | |||||
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | ||||||||||||
| 257 PARK AVENUE SOUTH 17TH FLOOR | NEW YORK | NY | 10010 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $20,000 | |||||
| ENVIRONMENTAL LEAGUE OF MASSACHUSETTS | ||||||||||||
| 15 COURT SQUARE SUITE 1000 | BOSTON | MA | 02108 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $10,000 | |||||
| FAMILY NURTURING CENTER OF MA | ||||||||||||
| 200 BOWDOIN ST | DORCHESTER | MA | 02122 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $10,000 | |||||
| FATHERS' UPLIFT | ||||||||||||
| 12 SOUTHERN AVE | DORCHESTER | MA | 02124 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $25,000 | |||||
| FENWAY HEALTH | ||||||||||||
| 1340 BOYLSTON ST | BOSTON | MA | 02215 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $20,000 | |||||
| FORT POINT ARTS COMMUNITY INC | ||||||||||||
| 70 SLEEPER ST | BOSTON | MA | 02210 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $20,000 | |||||
| FREEDOM FROM RELIGION FOUNDATION | ||||||||||||
| PO BOX 750 | MADISION | WI | 53701 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $15,000 | |||||
| FUNDERBERG SCHOLARS | ||||||||||||
| 10 PUTNAM ST | ROXBURY | MA | 02119 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $20,000 | |||||
| GATEWAYS ACCESS TO JEWISH EDUCATION | ||||||||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $5,000 | |||||
| GLOUCESTER MARINE GENOMICS INSTITUTE INC | ||||||||||||
| 417 MAIN ST | GLOUCESTER | MA | 01930 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $10,000 | |||||
| GMHC | ||||||||||||
| 446 W 33RD ST | NEW YORK | NY | 10001 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $102,000 | |||||
| GOVERNMENTAL ACCOUNTABILITY PROJECT INC | ||||||||||||
| 1612 K STREET NW SUITE 1100 | WASHINGTON | DC | 20006 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $20,000 | |||||
| GREATER BOSTON FOOD BANK | ||||||||||||
| 70 SOUTH BAY AVE | BOSTON | MA | 02118 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $35,000 | |||||
| GROW NYC | ||||||||||||
| PO BOX 2327 | NEW YORK | NY | 10272 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $25,000 | |||||
| GRUB STREET | ||||||||||||
| 50 LIBERTY DRIVE | BOSTON | MA | 02210 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $10,000 | |||||
| HABITAT FOR HUMANITY | ||||||||||||
| 322 W LAMAR STREET | AMERICUS | GA | 31709 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $5,000 | |||||
| HARVARD (HMS BOF) | ||||||||||||
| 25 SHATTUCK ST | BOSTON | MA | 02115 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $75,000 | |||||
| HASTINGS CENTER FOR BIOETHICS | ||||||||||||
| 21 MALCOLM GORDON RD | GARRISON | NY | 10524 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $50,000 | |||||
| IDEAS IN ACTION | ||||||||||||
| 74 HOLLAND RD | BROOKLINE | MA | 02445 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $30,000 | |||||
| IMMIGRATION LAW & JUSTICE OF THE DELAWARE VALLEY | ||||||||||||
| 800 WEST MARSHALL ST | NORRISTOWN | PA | 19401 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $25,000 | |||||
| INTERNATIONAL INSTITUTE OF NEW ENGLAND | ||||||||||||
| 2 BOYLSTON STREET 3RD FLOOR | BOSTON | MA | 02116 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSE | $25,000 | |||||
| JALSA | ||||||||||||
| 18 TREMONT ST 320 | BOSTON | MA | 02108 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSE | $85,000 | |||||
| JEWISH FAMILY SERVICES METROWEST | ||||||||||||
| 760 NORTHFIELD AVE | WEST ORANGE | NJ | 07052 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $50,000 | |||||
| KNIGHT FIRST AMENDMENT INSTITUTE | ||||||||||||
| 615 W 131 ST MC 8741 | NEW YORK CITY | NY | 10027 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $40,000 | |||||
| LIFE SCIENCE CARES | ||||||||||||
| PO BOX 425486 | CAMBRIDGE | MA | 02142 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSE | $10,000 | |||||
| LONGY SCHOOL OF MUSIC | ||||||||||||
| 27 GARDEN STREET | CAMBRIDGE | MA | 02138 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSE | $75,000 | |||||
| MASSACHUSETTS BIOTECHNOLOGY EDUCATION FOUNDATION INC | ||||||||||||
| 255 MAIN STREET 8TH FLOOR | CAMBRIDGE | MA | 02142 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSE | $10,000 | |||||
| MASSCHALLENGE | ||||||||||||
| 21 DRYDOCK AVE | BOSTON | MA | 02210 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSE | $60,000 | |||||
| MID-ATLANTIC HORSE RESCUE | ||||||||||||
| PO BOX 407 | CHEASAPEAKE CITY | MD | 219150407 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSE | $20,000 | |||||
| MIRIAM'S KITCHEN | ||||||||||||
| 2401 VIRGINIA AVE NW | WASHINGTON | DC | 20037 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $25,000 | |||||
| MUSEUM OF AFRICAN AMERICAN HISTORY | ||||||||||||
| 31 MILK STREET SUITE 705 | BOSTON | MA | 02109 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSE | $10,000 | |||||
| MUSEUM OF SCIENCE | ||||||||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSE | $260,000 | |||||
| NEW ENGLAND AQUARIUM | ||||||||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $25,000 | |||||
| NEW ENGLAND JUSTICE FOR OUR NEIGHBORS | ||||||||||||
| 421 COMMON ST | BELMONT | MA | 02478 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $25,000 | |||||
| NORTH CAROLINA JUSTICE CENTER | ||||||||||||
| PO BOX 34341 | FAYATTEVILLE | NC | 28303 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $5,000 | |||||
| OUR GENERATION SPEAKSBRANDEIS U | ||||||||||||
| 415 SOUTH STREET MS 035 | WALTHAM | MA | 024532728 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $200,000 | |||||
| PLANNED PARENTHOOD FEDERATION | ||||||||||||
| 114 UNIVERSITY AVENUE | ROCHESTER | NY | 14605 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $5,000 | |||||
| PLANNED PARENTHOOD LEAGUE OF MA | ||||||||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $5,000 | |||||
| PLOUGHSHARES FUND | ||||||||||||
| 315 BAY ST STE 400 | SAN FRANCISCO | CA | 94113 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $5,000 | |||||
| POSSIBLE ZONE | ||||||||||||
| 31 HEATH ST | BOSTON | MA | 021301650 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $250,000 | |||||
| RAICES | ||||||||||||
| PO BOX 786100 | SAN ANTONIO | TX | 78278 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $20,000 | |||||
| RANK THE VOTE | ||||||||||||
| 114 WATER TOWER PLAZA 1032 | LEOMINSTER | MA | 01453 | RELATED | 501(C)(3) | EXEMPT PURPOSES | $50,000 | |||||
| REFUGEPOINT | ||||||||||||
| 89 SOUTH ST STE 802 | BOSTON | MA | 02111 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $10,000 | |||||
| ROSE FITZGERALD KENNEDY GREENWAY CONSERVANCY INC | ||||||||||||
| 185 KNEELAND STREET 2ND FLOOR | BOSTON | MA | 02111 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $5,000 | |||||
| ROSIE'S PLACE | ||||||||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $10,000 | |||||
| SCHWARTZ CENTER FOR COMPASSIONATE HEALTHCARE | ||||||||||||
| PO BOX 417597 | BOSTON | MA | 02241 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $10,000 | |||||
| SCIENCE HISTORY INSTITUTE | ||||||||||||
| 315 CHESTNUT ST | PHILADELPHIA | PA | 19106 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $20,000 | |||||
| SHARE OUR STRENGTH | ||||||||||||
| 1030 15TH ST NW | WASHINGTON | DC | 20005 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $25,000 | |||||
| SOUTHERN POVERTY LAW CENTER | ||||||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $5,000 | |||||
| THE ALLIANCE FOR BUSINESS LEADERSHIP | ||||||||||||
| ONE BEACON STREET FLOOR 15 | BOSTON | MA | 02108 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $25,000 | |||||
| THE NATURE CONSERVANCY | ||||||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $2,500 | |||||
| THE REPORTERS COMMITTEE FOR FREEDOM OF THE PRESS | ||||||||||||
| 1156 15TH STREET NW SUITE 1020 | WASHINGTON | DC | 20005 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $10,000 | |||||
| THE SENTENCING PROJECT | ||||||||||||
| 1705 DESALES ST NW 8TH FLOOR | WASHINGTON | DC | 20036 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $10,000 | |||||
| VNA CARE | ||||||||||||
| 500 RUTHERFORD AVE | CHARLESTOWN | MA | 02129 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $25,000 | |||||
| VOTER CHOICE EDUCATION FUND | ||||||||||||
| 44 TEMPLE PLACE FL5 | BOSTON | MA | 02111 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $50,000 | |||||
| WESLEYAN UNIVERSITY | ||||||||||||
| 45 WYLLYS AVENUE | MIDDLETOWN | CT | 06459 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $310,000 | |||||
| WGBH | ||||||||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $25,000 | |||||
| WORLD CENTRAL KITCHEN | ||||||||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $40,000 | |||||
| WORLD RESOURCES INSTITUTE | ||||||||||||
| 10 G ST NE SUITE 800 | WASHINGTON | DC | 20002 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $20,000 | |||||
| X-PRIZE FOUNDATION | ||||||||||||
| 10736 JEFFERSON BLVD 406 | CULVER CITY | CA | 90232 | NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $215,000 | |||||
| YOUNG ACHIEVERS FOUNDATION GHANA INC | ||||||||||||
| NOT RELATED | 501(C)(3) | EXEMPT PURPOSES | $180,000 | 74 DOGWOOD LANE | NEW CANAAN | KUMASI- ASHANTI R | GH | 06840-3921 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,956,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,492,802 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $162,301 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,658,085 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,313,188 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,313,188 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $20,205 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,205 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ASSET ALLOCATION INVESTMENTS | $832,974 | $911,213 |
| CORPORATE STOCK | $39,190,968 | $53,495,212 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $14,562,591 | BookValueAmt |
| EOYFMV | $20,291,635 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCOUNTING ADJUSTMENT | $127,569 |
| NONDEDUCTIBLE EXPENSES | $286 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $500 | $0 | $500 |
| PARTNERSHIP - OTHER DEDUCTIONS | $101,890 | $101,890 | $0 |
| PARTNERSHIP - INVESTMENT EXPENSES | $54,851 | $54,851 | $0 |
| INTEREST EXPENSE | $9,550 | $9,550 | $0 |
| DOMAIN NAME, STAMPS, ENVELOPES | $1,492 | $0 | $1,492 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $2,008 | $2,008 | $2,008 |
| ORDINARY GAIN | $7,064 | $7,064 | $7,064 |
| OTHER PORTFOLIO INCOME | $76,969 | $76,969 | $76,969 |
| SECTION 988 LOSSES | $76,260 | $76,260 | $76,260 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEE - GOLDMAN SACHS | $321,509 | $321,509 | $0 |
| ADR FEES | $5,497 | $5,497 | $0 |
| CUSTODY FEE - GOLDMAN SACHS | $1,500 | $1,500 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $11,568 | $11,568 | $0 |
| FEDERAL TAX PAYMENTS | $75,000 | $0 | $0 |
Comments